Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: that_crazy_doug who wrote (16169)	10/26/2000 5:08:43 PM
From: Andrew Shih	Read Replies (1) of 275872

>>>> If they can't match the high end, they will be unable to do that. If they're fastest chip is a 1.3 and intel has a 1.7, then as intel shifts production, they will also have fastest mid and low end solutions. It might take a year for this to happen, but I think people largely overestimate the amount of time it will take for intel to shift primarily to p4. >>>> P4 will be the primary chip sometime in 2002. Intel expects that P4 revenues will surpass P3 revenues in 2002. Thus, if the ASP for P4 is 2x that of P3, when is the P4 unit volume going to surpass P3? Of course, AMD will have something faster and better by that time. Just do a 0.13 shrink and we're talking 2 Ghz or so. Who here think's that AMD doesn't even deserve 1/20th of Intel's market cap? Paul? :) At 1/20th, that's 15 billion, or $50 a share. -Andrew

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